Charter Oak Capital Management, LLC

Charter Oak Capital Management, LLC is a wealth management firm based in the US, specializing in comprehensive financial planning, investment management, and estate planning services, aimed at enhancing the financial well-being of individuals and families. Founded in 1992, Charter Oak Capital Management, LLC operates from Portsmouth, US, focusing on wealth management services. The firm has recently been acquired by Mercer Global Advisors Inc. in March 2026, which enables expansion into New England.

The founder’s previous entrepreneurial experience is not documented in available information. Charter Oak Capital Management, LLC provides a range of wealth management services that simplify and enhance the financial lives of its clients. Their offerings include financial planning, investment management, tax strategy, estate planning, and insurance solutions, all designed to address clients' diverse financial needs in a cohesive and personalized manner. The firm generates revenue primarily through service fees and management fees related to their wealth management services.

Clients typically engage through structured fee arrangements, which may include retainer fees, asset-based fees, and additional fees for specialized services such as tax preparation and estate planning, ensuring alignment with each client's financial goals. Following its acquisition by Mercer Global Advisors Inc. on March 31, 2026, Charter Oak Capital Management, LLC aims to enhance its service offerings in New England. This acquisition allows for the provision of comprehensive financial, tax, and estate planning services to regional clients.

The recent acquisition will enable the firm to expand its footprint in the New England market, focusing on integrating and launching new products tailored to meet evolving client needs.